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Connect LoanOfficer.ai to Gmail and automate any workflow

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The event an automation performs after it's triggered
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Select a trigger from LoanOfficer.ai

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Gmail

An action is what takes place after the automation is triggered. For example, with Gmail, the action could be "Add Label to Email."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected LoanOfficer.ai to Gmail

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Triggers and actions are the main components of every automated workflow.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Borrower 1: First Name
      Required
    • Borrower 1: Last Name
      Required
    • Borrower1: Email
      Required
    • Borrower 1: Nick Name
    • Borrower1: SSN
    • Borrower1: Home Phone
    • Borrower1: Marital Status
    • Borrower1: Years in School
    • Borrower1: Birthdate
    • Borrower1: Credit Score
    • Borrower1: Dependents
    • Borrower1: Dependents Age
    • Borrower1: Current Address Type
    • Borrower1: Years at this address
    • Borrower1: Monthly Rent
    • Borrower1: Current Address
    • Borrower1: Current City
    • Borrower1: Current State
    • Borrower1: Current Zip
    • Borrower1: Mailing address different?
    • Borrower1: Mailing Address
    • Borrower1: Mailing City
    • Borrower1: Mailing State
    • Borrower1: Mailing Zip
    • Borrower1: Past Address
    • Borrower1: Past City
    • Borrower1: Past State
    • Borrower1: Past Zip
    • Borrower1: Are you self-employed?
    • Borrower1: Income
    • Borrower1: Employer Name
    • Borrower1: Business Phone
    • Borrower1: Employer Address
    • Borrower1: Employer City
    • Borrower1: Employer State
    • Borrower1: Employer Zip
    • Borrower1: Position/Title/Type of Business
    • Borrower1: Years on this job
    • Borrower1: Years in line of work
    • Borrower1: I do not wish to furnish this information
    • Borrower1: Ethnicity
    • Borrower1: Ethnicity Origin
    • Borrower1: Race
    • Borrower1: Asian Race Origin
    • Borrower1: Hawaiian Race Origin
    • Borrower1: Gender
    • Borrower1: Are there any outstanding judgments against you?
    • Borrower1: Have you been declared bankrupt within the past 7 years?
    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower1: Are you a party to a lawsuit?
    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower1: Is any part of the down payment borrowed?
    • Borrower1: Are you a co-maker or endorser on a note?
    • Borrower1: Are you a U.S. citizen?
    • Borrower1: Are you a permanent resident alien?
    • Borrower1: Do you intend to occupy the property as your primary residence?
    • Borrower1: Have you had an ownership interest in a property in the last three years?
    • Borrower 2: First Name
    • Borrower 2: Last Name
    • Borrower2: Email
    • Borrower 2: Nick Name
    • Borrower2: SSN
    • Borrower2: Home Phone
    • Borrower2: Marital Status
    • Borrower2: Years in School
    • Borrower2: Birthdate
    • Borrower2: Credit Score
    • Borrower2: Dependents
    • Borrower2: Dependents Age
    • Borrower2: Current Address Type
    • Borrower2: Years at this address
    • Borrower2: Monthly Rent
    • Borrower2: Current Address
    • Borrower2: Current City
    • Borrower2: Current State
    • Borrower2: Current Zip
    • Borrower2: Mailing address different?
    • Borrower2: Mailing Address
    • Borrower2: Mailing City
    • Borrower2: Mailing State
    • Borrower2: Mailing Zip
    • Borrower2: Past Address
    • Borrower2: Past City
    • Borrower2: Past State
    • Borrower2: Past Zip
    • Borrower2: Are you self-employed?
    • Borrower2: Income
    • Borrower2: Employer Name
    • Borrower2: Business Phone
    • Borrower2: Employer Address
    • Borrower2: Employer City
    • Borrower2: Employer State
    • Borrower2: Employer Zip
    • Borrower2: Position/Title/Type of Business
    • Borrower2: Years on this job
    • Borrower2: Years in line of work
    • Borrower2: I do not wish to furnish this information
    • Borrower2: Ethnicity
    • Borrower2: Ethnicity Origin
    • Borrower2: Race
    • Borrower2: Asian Race Origin
    • Borrower2: Hawaiian Race Origin
    • Borrower2: Gender
    • Borrower2: Are there any outstanding judgments against you?
    • Borrower2: Have you been declared bankrupt within the past 7 years?
    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower2: Are you a party to a lawsuit?
    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower2: Is any part of the down payment borrowed?
    • Borrower2: Are you a co-maker or endorser on a note?
    • Borrower2: Are you a U.S. citizen?
    • Borrower2: Are you a permanent resident alien?
    • Borrower2: Do you intend to occupy the property as your primary residence?
    • Borrower2: Have you had an ownership interest in a property in the last three years?
    • Are you looking to
    • Occupancy
    • What do you estimate your loan amount to be?
    • About how much do you think your property is worth?
    • How much do you plan to spend?
    • Source of Down Payment?
    • Budget
    • Which state are you purchasing in
    • How long would you like the loan term to be?
    • Loan Officer
    • Lead Status
    • Lead Source
    • Lead Purpose
    • Contact Owner
    • Notes
    • Asset Type
    • Asset Name
    • Asset Value
    • Properties Address
    • Properties City
    • Properties State
    • Properties Zip
    • What are your plans for this property?
    • Select property type
    • Estimated Market Value
    • Outstanding Loan Balance
    • Principal & Interest Payment
    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)
    • Loan Name
    • Mortgage Type
    • Original Loan Amount
    • Loan Start Date
    • Interest Rate
    • Interest Rate Type
    • Original Loan Term (months) (months 0 - 600)
    • Current Escrow Balance
    • Insurance
    • Taxes
    • Mort. Ins.
    • Other
    • Balance Remaining
    • As of Date
    • Are you applying for the loan by yourself or with co-borrowers?
    • Borrower1: Past Address Type
    • Borrower1: Years past address
    • Borrower2: Past Address Type
    • Borrower2: Years past address
    Action
    Write
    • LOS Loan ID
      Required
    Action
    Search
    • Borrower1: Email
      Required
    • Borrower 1: First Name
      Required
    • Borrower 1: Last Name
      Required
    • Borrower 1: Nick Name
    • Borrower1: SSN
    • Borrower1: Home Phone
    • Borrower1: Marital Status
    • Borrower1: Years in School
    • Borrower1: Birthdate
    • Borrower1: Credit Score
    • Borrower1: Dependents
    • Borrower1: Dependents Age
    • Borrower1: Current Address Type
    • Borrower1: Years at this address
    • Borrower1: Monthly Rent
    • Borrower1: Current Address
    • Borrower1: Current City
    • Borrower1: Current State
    • Borrower1: Current Zip
    • Borrower1: Mailing address different?
    • Borrower1: Mailing Address
    • Borrower1: Mailing City
    • Borrower1: Mailing State
    • Borrower1: Mailing Zip
    • Borrower1: Past Address
    • Borrower1: Past City
    • Borrower1: Past State
    • Borrower1: Past Zip
    • Borrower1: Are you self-employed?
    • Borrower1: Income
    • Borrower1: Employer Name
    • Borrower1: Business Phone
    • Borrower1: Employer Address
    • Borrower1: Employer City
    • Borrower1: Employer State
    • Borrower1: Employer Zip
    • Borrower1: Position/Title/Type of Business
    • Borrower1: Years on this job
    • Borrower1: Years in line of work
    • Borrower1: I do not wish to furnish this information
    • Borrower1: Ethnicity
    • Borrower1: Ethnicity Origin
    • Borrower1: Race
    • Borrower1: Asian Race Origin
    • Borrower1: Hawaiian Race Origin
    • Borrower1: Gender
    • Borrower1: Are there any outstanding judgments against you?
    • Borrower1: Have you been declared bankrupt within the past 7 years?
    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower1: Are you a party to a lawsuit?
    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower1: Is any part of the down payment borrowed?
    • Borrower1: Are you a co-maker or endorser on a note?
    • Borrower1: Are you a U.S. citizen?
    • Borrower1: Are you a permanent resident alien?
    • Borrower1: Do you intend to occupy the property as your primary residence?
    • Borrower1: Have you had an ownership interest in a property in the last three years?
    • Borrower 2: First Name
    • Borrower 2: Last Name
    • Borrower2: Email
    • Borrower 2: Nick Name
    • Borrower2: SSN
    • Borrower2: Home Phone
    • Borrower2: Marital Status
    • Borrower2: Years in School
    • Borrower2: Birthdate
    • Borrower2: Credit Score
    • Borrower2: Dependents
    • Borrower2: Dependents Age
    • Borrower2: Current Address Type
    • Borrower2: Years at this address
    • Borrower2: Monthly Rent
    • Borrower2: Current Address
    • Borrower2: Current City
    • Borrower2: Current State
    • Borrower2: Current Zip
    • Borrower2: Mailing address different?
    • Borrower2: Mailing Address
    • Borrower2: Mailing City
    • Borrower2: Mailing State
    • Borrower2: Mailing Zip
    • Borrower2: Past Address
    • Borrower2: Past City
    • Borrower2: Past State
    • Borrower2: Past Zip
    • Borrower2: Are you self-employed?
    • Borrower2: Income
    • Borrower2: Employer Name
    • Borrower2: Business Phone
    • Borrower2: Employer Address
    • Borrower2: Employer City
    • Borrower2: Employer State
    • Borrower2: Employer Zip
    • Borrower2: Position/Title/Type of Business
    • Borrower2: Years on this job
    • Borrower2: Years in line of work
    • Borrower2: I do not wish to furnish this information
    • Borrower2: Ethnicity
    • Borrower2: Ethnicity Origin
    • Borrower2: Race
    • Borrower2: Asian Race Origin
    • Borrower2: Hawaiian Race Origin
    • Borrower2: Gender
    • Borrower2: Are there any outstanding judgments against you?
    • Borrower2: Have you been declared bankrupt within the past 7 years?
    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower2: Are you a party to a lawsuit?
    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower2: Is any part of the down payment borrowed?
    • Borrower2: Are you a co-maker or endorser on a note?
    • Borrower2: Are you a U.S. citizen?
    • Borrower2: Are you a permanent resident alien?
    • Borrower2: Do you intend to occupy the property as your primary residence?
    • Borrower2: Have you had an ownership interest in a property in the last three years?
    • Are you looking to
    • Occupancy
    • What do you estimate your loan amount to be?
    • About how much do you think your property is worth?
    • How much do you plan to spend?
    • Source of Down Payment?
    • Budget
    • Which state are you purchasing in
    • How long would you like the loan term to be?
    • Loan Officer
    • Lead Status
    • Lead Source
    • Lead Purpose
    • Contact Owner
    • Notes
    • Asset Type
    • Asset Name
    • Asset Value
    • Properties Address
    • Properties City
    • Properties State
    • Properties Zip
    • What are your plans for this property?
    • Select property type
    • Estimated Market Value
    • Outstanding Loan Balance
    • Principal & Interest Payment
    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)
    • Loan Name
    • Mortgage Type
    • Original Loan Amount
    • Loan Start Date
    • Interest Rate
    • Interest Rate Type
    • Original Loan Term (months) (months 0 - 600)
    • Current Escrow Balance
    • Insurance
    • Taxes
    • Mort. Ins.
    • Other
    • Balance Remaining
    • As of Date
    • Are you applying for the loan by yourself or with co-borrowers?
    • Borrower1: Past Address Type
    • Borrower1: Years past address
    • Borrower2: Past Address Type
    • Borrower2: Years past address
    Action
    Search or write
  • Gmail triggers, actions, and search
    New Label

    Triggers when you add a new label.

    Trigger
    Scheduled
    Try It
    • contact ID
      Required
    • Borrower 1: First Name
      Required
    • Borrower 1: Last Name
      Required
    • Borrower1: Email
      Required
    • Borrower 1: Nick Name
    • Borrower1: SSN
    • Borrower1: Home Phone
    • Borrower1: Marital Status
    • Borrower1: Years in School
    • Borrower1: Birthdate
    • Borrower1: Credit Score
    • Borrower1: Dependents
    • Borrower1: Dependents Age
    • Borrower1: Current Address Type
    • Borrower1: Years at this address
    • Borrower1: Monthly Rent
    • Borrower1: Current Address
    • Borrower1: Current City
    • Borrower1: Current State
    • Borrower1: Current Zip
    • Borrower1: Mailing address different?
    • Borrower1: Mailing Address
    • Borrower1: Mailing City
    • Borrower1: Mailing State
    • Borrower1: Mailing Zip
    • Borrower1: Past Address Type
    • Borrower1: Years past address
    • Borrower1: Past Address
    • Borrower1: Past City
    • Borrower1: Past State
    • Borrower1: Past Zip
    • Borrower1: Are you self-employed?
    • Borrower1: Income
    • Borrower1: Employer Name
    • Borrower1: Business Phone
    • Borrower1: Employer Address
    • Borrower1: Employer City
    • Borrower1: Employer State
    • Borrower1: Employer Zip
    • Borrower1: Position/Title/Type of Business
    • Borrower1: Years on this job
    • Borrower1: Years in line of work
    • Borrower1: I do not wish to furnish this information
    • Borrower1: Ethnicity
    • Borrower1: Ethnicity Origin
    • Borrower1: Race
    • Borrower1: Asian Race Origin
    • Borrower1: Hawaiian Race Origin
    • Borrower1: Gender
    • Borrower1: Are there any outstanding judgments against you?
    • Borrower1: Have you been declared bankrupt within the past 7 years?
    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower1: Are you a party to a lawsuit?
    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower1: Is any part of the down payment borrowed?
    • Borrower1: Are you a co-maker or endorser on a note?
    • Borrower1: Are you a U.S. citizen?
    • Borrower1: Are you a permanent resident alien?
    • Borrower1: Do you intend to occupy the property as your primary residence?
    • Borrower1: Have you had an ownership interest in a property in the last three years?
    • Borrower 2: First Name
    • Borrower 2: Last Name
    • Borrower2: Email
    • Borrower 2: Nick Name
    • Borrower2: SSN
    • Borrower2: Home Phone
    • Borrower2: Marital Status
    • Borrower2: Years in School
    • Borrower2: Birthdate
    • Borrower2: Credit Score
    • Borrower2: Dependents
    • Borrower2: Dependents Age
    • Borrower2: Current Address Type
    • Borrower2: Years at this address
    • Borrower2: Monthly Rent
    • Borrower2: Current Address
    • Borrower2: Current City
    • Borrower2: Current State
    • Borrower2: Current Zip
    • Borrower2: Mailing address different?
    • Borrower2: Mailing Address
    • Borrower2: Mailing City
    • Borrower2: Mailing State
    • Borrower2: Mailing Zip
    • Borrower2: Past Address Type
    • Borrower2: Years past address
    • Borrower2: Past Address
    • Borrower2: Past City
    • Borrower2: Past State
    • Borrower2: Past Zip
    • Borrower2: Are you self-employed?
    • Borrower2: Income
    • Borrower2: Employer Name
    • Borrower2: Business Phone
    • Borrower2: Employer Address
    • Borrower2: Employer City
    • Borrower2: Employer State
    • Borrower2: Employer Zip
    • Borrower2: Position/Title/Type of Business
    • Borrower2: Years on this job
    • Borrower2: Years in line of work
    • Borrower2: I do not wish to furnish this information
    • Borrower2: Ethnicity
    • Borrower2: Ethnicity Origin
    • Borrower2: Race
    • Borrower2: Asian Race Origin
    • Borrower2: Hawaiian Race Origin
    • Borrower2: Gender
    • Borrower2: Are there any outstanding judgments against you?
    • Borrower2: Have you been declared bankrupt within the past 7 years?
    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower2: Are you a party to a lawsuit?
    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower2: Is any part of the down payment borrowed?
    • Borrower2: Are you a co-maker or endorser on a note?
    • Borrower2: Are you a U.S. citizen?
    • Borrower2: Are you a permanent resident alien?
    • Borrower2: Do you intend to occupy the property as your primary residence?
    • Borrower2: Have you had an ownership interest in a property in the last three years?
    • Are you looking to
    • Occupancy
    • What do you estimate your loan amount to be?
    • About how much do you think your property is worth?
    • How much do you plan to spend?
    • Source of Down Payment?
    • Budget
    • Which state are you purchasing in
    • How long would you like the loan term to be?
    • Loan Officer
    • Lead Status
    • Lead Source
    • Lead Purpose
    • Contact Owner
    • Notes
    • Asset Type
    • Asset Name
    • Asset Value
    • Properties Address
    • Properties City
    • Properties State
    • Properties Zip
    • What are your plans for this property?
    • Select property type
    • Estimated Market Value
    • Outstanding Loan Balance
    • Principal & Interest Payment
    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)
    • Loan Name
    • Mortgage Type
    • Original Loan Amount
    • Loan Start Date
    • Interest Rate
    • Interest Rate Type
    • Original Loan Term (months) (months 0 - 600)
    • Current Escrow Balance
    • Insurance
    • Taxes
    • Mort. Ins.
    • Other
    • Balance Remaining
    • As of Date
    • Are you applying for the loan by yourself or with co-borrowers?
    • Loan Status
    Action
    Write
    • Borrower1: Email
      Required
    Action
    Search
    • Label/Mailbox
    • Search String
    Trigger
    Scheduled
    Try It

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About LoanOfficer.ai
Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
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